CRM dashboard

Pipeline

Q4 · 42 open deals · $1.24M pipeline value
Revenue this month
$248,420
Closed won18.2%
Pipeline value
$1.24M
Weighted6.4%
Win rate
34.8%
Last 90 days1.1%
Deals closed
14
vs 9 last month55.5%
Lead14
$284K
Halcyon Labs
SaaS

Analytics upgrade, seat expansion Q4

$42,000
Discovery
3 days oldInbound
Fieldstone Co.
Retail

Sales seat expansion, 12 users

$18,600
Sourcing
YesterdayReferral
Nimbus.io
Dev tools

Trial expansion, engineering team

$24,000
TodayCold outbound
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Qualified11
$358K
Signal Group
Fintech

Full analytics stack, replacing Amplitude

$96,000
Demo Tue
6 days old2 stakeholders
Loop Studios
Creative

Team plan, 40 seats, annual

$52,000
2 weeksWarm intro
Vault Bank
Fintech

Compliance module + SSO, 200 seats

$210,000
Legal
4 weeksEnterprise
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Proposal9
$412K
Cadence AI
AI infra

Voice model access + support tier

$84,000
Sent Fri
10 daysAwaiting review
Prism Studios
Design

Enterprise design tokens integration

$142,000
Follow-up
3 weeksChampion assigned
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Closed won8
$248K
Meridian Labs
SaaS

Enterprise renewal + expansion

$168,000
Closed Oct 21Renewal
Halo Bank
Fintech

Card issuance pilot, first year

$52,000
Closed Oct 19New logo
Compass Co.
Ops

Team plan, 24 seats

$28,000
Closed Oct 15New logo
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